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Fulcrum is an AI tool that makes AI tools for insurance brokers. It automates manual work and boosts capacity, speed, and client experience for insurance brokerages.
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About
Fulcrum is an AI-powered platform designed specifically for insurance brokers, aiming to scale accounts without increasing headcount. It offers seamlessly integrated workflows that enhance capacity, speed, and client experience. The platform automates manual tasks, freeing up time with its intelligent, integrated system. Fulcrum acts as an AI copilot throughout the entire client lifecycle, covering sales, servicing, and everything in between. It integrates with existing systems like Outlook and AMS, bringing full context to every account. The AI assistant processes messy insurance inputs, triggers workflows, and produces polished outputs in minutes, eliminating manual data entry. Fulcrum also emphasizes enterprise-grade security and SOC-2 compliance, ensuring data privacy and never using client data to train models.
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Pricing & Plans
Likely Not Free
Not publicly disclosed. Check withfulcrum.com for current pricing.
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